Customers
Manage all customers from one organized workspace.
The Customer Department keeps every customer record in one place — contact details, category, area, notes and the full history of work done for them.
Feature list
What you can do in Customers
- Customer profiles with mobile, alternate mobile, email and address
- Customer category and area
- Facebook and Instagram details
- Service history and sales (purchase) history
- Payment history with pending amounts
- Internal notes on each customer
- Search, filters and sorting across the customer list
- Customer activity timeline
- Customers with history are deactivated rather than deleted
Customer DepartmentProduct preview
Product preview. In GJ5 ERP this is the Customer Department module.
Key benefits
Why teams use Customers
1
One record per customer
Contact details, category and area sit alongside the customer’s history, so nothing lives in scattered notes.
2
Full history at a glance
Open a profile to see service jobs, sales orders, invoices and payments for that customer.
3
Follow-ups made easy
Call, WhatsApp or email a customer straight from their profile.
See Customers in action
Book a free demo, or log in if you already use GJ5 ERP.